Analyst Articles

Dividends in Danger as Companies Prepare for the Worst

Corporations are starting to reduce dividends to cut costs as they are severely impacted by the Covid-19 virus after already struggling this past year due to the recent trade war between the U.S. and China, and the fears of the economic cycle turning full circle into a recession. [more]

Model Oil Portfolio

Oil Portfolio Decline Levels Off

The Energy Sector fared a little better over the last two weeks. However, our Model Oil Portfolio dropped 0.9% and is now down 5.7% since inception on June 2, 2019 while, for 2020, it is off 14.6%. Many of the benchmarks we use are also struggling. The fear is that the coronavirus could spread globally and instigate a significant slow-down in a variety of economic areas. [more]

Diesel Sign
Model Oil Portfolio

Oil Portfolio Off Dramatically

The specter of a coronavirus epidemic gripped the markets in the last few days with a broad sell-off occurring across almost all indexes. We are on the cusp of this health threat, and we could know soon whether it will proliferate or be contained. [more]

Model Oil Portfolio

Oil Portfolio Ping-Pongs

It was somewhat of a wild ride last week as, at first, oil stocks surged with increasing global political tensions, but then they retrenched as these tensions dissipated. [more]

Dividend Portfolio

Dividend-Income Portfolio Performs Strongly

Our Dividend-Income Portfolio continues to perform well. Since our last report at year-end, the Portfolio rose 2.6% compared to the gain of 1.3% for the S&P/TSX Composite Index. Since inception at the beginning of December, the Portfolio is ahead by 6.1% while the Composite Index is up only 1.4%. [more]